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AFDVX vs VISVX
AFDVX vs VISVX Comparison
Open Charts AFDVX vs VISVX
Applied Finance Explorer Investor
Price$24.16
Change+$0.11 (+0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.74
Change+$0.18 (+0.36%)
VolumeN/A
CapitalizationN/A
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AFDVX vs VISVX Comparison Chart
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AFDVX vs. VISVX commentary
Nov 10, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. AFDVX (848M). VISVX pays higher dividends than AFDVX: VISVX (1.90) vs AFDVX (0.73). AFDVX was incepted earlier than VISVX: AFDVX (9 years) vs VISVX (26 years). AFDVX is a more actively managed with annual turnover of: 29.88 vs. VISVX (16.00). AFDVX has a lower initial minimum investment than VISVX: AFDVX (1000) vs VISVX (3000). AFDVX annual gain was more profitable for investors over the last year : 39.70 vs. VISVX (37.66). AFDVX return over 5 years is better than : 119.31 vs. VISVX (60.69).
| AFDVX | VISVX | AFDVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 18.898 | 18.015 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 57.6B | 1% |
| Annual Yield % from dividends | 0.73 | 1.90 | 38% |
| Returns for 1 year | 39.70 | 37.66 | 105% |
| Returns for 3 years | 20.93 | 15.71 | 133% |
| Returns for 5 years | 119.31 | 60.69 | 197% |
| Returns for 10 years | N/A | 112.70 | - |
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